Victoria Holt, financial advisor Stevensville MI

Victoria Holt

CRD Number: 5626481
Current Firm: True Blue Financial, LLC

Victoria Holt (CRD# 5626481) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 14 years of experience in the finance industry. Victoria Holt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
True Blue Tax, LLC Stevensville, MI Sep 2021 - Current 2
True Blue Financial, LLC Stevensville, MI Dec 2020 - Current 3
Independent Insurance Agent Stevensville, MI Oct 2013 - Current 10
Lpl Financial LLC Stevensville, MI Aug 2009 - Current 14
Lpl Financial LLC Stevensville, MI Feb 2018 - Dec 2020 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Victoria L. Holt
Phone Number: 269-982-2710
Registered State(s):
  • AZ
  • IL
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $376,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, IL, IN, MI, TX

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